Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals are met. These strategies provide a separate source of income to your business or employment income.

Superannuation, be it via Retail Funds, Industry Funds or Self Managed Superannuation Funds (SMSF) should be regularly reviewed to ensure your retirement is secure.

The Englehardt team have a focus on client's long-term financial and retirement goals. Rod Paul, Stuart Paul, Peter Bridle and Jacci Quinlivan provide a full range of financial planning services.

Rod, Stuart and Peter are all Authorised Representatives of InterPrac Financial Planning Pty Ltd. InterPrac provides licensing, training and compliance services. InterPrac are not owned by any large financial institution nor have they any alliance with financial product providers. Their Authorised Representatives are able to provide advice free from any expectation of promoting any particular product or financial institution.

Jacci has spent the majority of her working life in the financial services & accounting industry. She has successfully attained her Diploma of Superannuation with the Association of Superannuation Funds of Australia (ASFA) and is currently working towards her Diploma in Financial Planning.

Services available:

  • Superannuation reviews and consolidation
  • Personal insurances
  • Centrelink support
  • Estate planning
  • Investment portfolios
  • Direct share placement
  • Retirement planning

Don't take unnecessary risks with your future! Allow the Englehardt team to guide you towards achieving your financial goals.

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